Zullo Investment Group Inc

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Assets, Funds, Holdings

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Zullo Investment Group Inc
CRD #311698
SEC #801-120008
CIK #0001909760
AUM $328.3 MM (2024-03-01)
Employees 3 (67% Investors, 67% Brokers)
Phone570-543-5255
Address132 Adams Avenue
Scranton, PA 18503
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 36.1
NVDA 399,550.0 16.3
MSFT 1,918,222.4 15.3
AMZN 1,092,997.8 8.8
META 434,852.0 6.8
JPM 340,169.2 4.1
GOOG 1,482,566.4 3.5
HD 277,648.0 2.9
WMT 335,434.5 2.7
JNJ 465,600.2 2.6
View All
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 399 96.5
(b) Individuals (high net worth individuals) 88 231.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,396 328.3
By Discretionary
Discretionary 1,393 315.1
Non-Discretionary 3 13.3
Total 1,396 328.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 328.3
Total 1,396 328.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001909760]
Comparable Firms State AUM ($BB)
Medallion Wealth Advisors LLC
CT 0.3
Investment Management Consultants
NV 0.3
Riverstone Advisors LLC
TX 0.3
Clarendon Private LLC
MA 0.3
Ceera Investments LLC
TX 0.3
Cherrydale Wealth Management LLC
NJ 0.3
Seven Mile Advisory LLC
NJ 0.3
Miller Financial Services LLC
MI 0.3
Flourish Wealth Management Inc
MN 0.3
Lucas Group Financial Planners Inc
CA 0.3
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